Posts By
Chelsey Reichelt

Accounting Firm Growth - CPA Firm marketing

Taking Your CRM to the Next Level

By Chelsey Reichelt / October 16, 2018

By: Chelsey M Reichelt In my role as Marketing & Finance Coordinator at Herbein + Company, one of my core responsibilities is administering our CRM database. My firm has used Microsoft Dynamics for several years, and I was brought on board to essentially get to know the system inside and out.…

Read More

Welcome to CPA Growth Trends — your source for information, insights, tools and best practices to drive growth within an accounting firm.

Subscribe to our blog

* indicates required

This field is required.


Featured: Season 4 Episode 1

What a Business Development Executive Does

with Danielle Reynolds, Business Development, Manager with Whitley Penn

A business developer’s day involves a myriad of activities from external meetings with business owners and referral partners to scoping calls for initial client connections.